HomeMy WebLinkAbout12-13-07
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15D5bD41147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
*'
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
0429
Decedent's Last Name
Suffix
Date of Birth
04241926
Decedent's First Name MI
DORIS L
Spouse's First Name MI
RAYMOND J
209129232
03212007
HALTER
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
HALTER
Spouse's Social Security Number
209126619
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[XJ 1. Original Return
9. Litigation Proceeds Received
o
o
o
o
4a. Future Interest Compromise
(date of death after 12-12-82)
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
o
4. Limited Estate
[!J
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
[J
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
o
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JERRY A. WEIGLE ESQUIRE 7175327388
Firm Name (If Applicable)
WEIGLE & ASSOCIATES, P.C.
~
126 EAST KING STREET
o f"J
REGISTER'Qf:,WILLS ~ ONLY'! : "::j
~? ~ ','~~
,'1
W }
First line of address
City or Post Office
SHIPPENSBURG
State
PA
-0
::J::
N
~TE FILED N
Second line of address
ZIP Code
17257
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN OF P. RSON RESPONSIBLE FO FILING RETURN DATE
Richard L. Halter
-01
Jerry A. Weigle Esquire
DATE
12-12--0
126 East King Street, Shippen
17257
Side 1
L
15D5bD41147
15D5bD41147
-I
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--.J
15056042148
REV-1500 EX
Decedent's Name: Doris L. Halter
Decedent's Social Security Number
209129232
RECAPITULATION
1. Real Estate {Schedule A).......................................................................................... 1.
2. Stocks and Bonds {Schedule B)............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship {Schedule C).......... 3.
4. Mortgages & Notes Receivable {Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property {Schedule E)................
6. Jointly OWned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
8. Total Gross Assets {total Lines 1-7).......................................................................
5.
28,694.28
8.
28 694 28
1,366 50
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)...................................................................... 11.
12. Net Value of Estate {Line 8 minus Line 11)............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a){1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line f4'Tcixable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
27,327 78
15.
o 00
16.
o 00
17.
o 00
18.
19. Tax Due............................... ...................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
1 366 50
27 327 78
27,327.78
o 00
o 00
o 00
o 00
o 00
D
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Doris l. Halter
--
STREET ADDRESS
15 Newville Road
File Number 21-07-0429
CITY
I STATE p-;--fW-~~;;------
Shippensburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 0.00
0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2) 0.00
TotallnteresUPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(S)
(SA)
(5B)
0.00
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. 0 [!J
b. retain the right to designate who shall use the property transferred or its income;.................................... 0 [!J
c. retain a reversionary interest; or.................................................................................................................. n [!J
d. receive the promise for life of either payments, benefits or care?............................................................. tj ~J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................................................................................................................... ... LJ [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~l
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... [J [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviVing spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.S) percent,
except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P .S. ~9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1508 EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF P~NNSYlVANIA
INH~RITANC~ TAX R~TURN
R~SIDENT D~C~D~NT
Halter, Doris L.
FILE NUMBER
21-07-0429
ESTATE OF
Include the proceeds of Ittigation and the date the proceeds were received by the estate.
All property Jointly-owned with the right at survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Unite Here National Retirement Fund - final benefit check 38.40
2 M & T Bank Savings Account #015004211244419 24.113.89
Accrued interest on Item 2 through date of death 0.33
3 Orrstown Bank Checking Account #534331 4.541.66
TOTAL (Also enter on Line 5, Recapitulation)
28.694.28
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
REV.1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Halter, Doris L.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07-0429
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State _ Zip
2.
Attorney's Fees
Weigle & Associates, P .C.
1,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Raymond Junior Halter
Street Address 15 Newville Road
City Shippensburg State PA Zip 17257
Relationship of Claimant to Decedent Spouse
4.
Probate Fees
Register of Wills, Cumberland County
98.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
268.50
TOTAL (Also enter on line 9, Recapitulation)
1,366.50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (5-98)
.
SCHEDULE H.87
OTHER
ADMINISlRA liVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Halter, Doris L.
FILE NUMBER
21-07-0429
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal- advertising Letters Testamentary
75.00
2
Linda K. Klein - notary fee
10.00
3
News Chronicle - advertising Letters Testamentary
93.50
4
Register of Wills, Cumberland County - filing PA Inheritance Tax Return
15.00
5
Register of Wills, Cumberland County - filing Family Settlement Agreement
75.00
Subtotal
268.50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H.B7 (Rev. 6-98)
LAST WILL AND TESTAMENT
I, DORIS L. HALTER, presently residing at Southampton To",,.nship, Cumberland
County, Pennsylvania 17257, being of sound mind, memory and dispositio~l, do hereby make,
publish and d~c1are this my Last Will and Testament, hereby revoking and ITlking void all wills
by me at any tlme heretofore made.
FIRS1.. I order and direct the payment of all my legally en".)rceable debts and
funeral expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved husband, RAYMOND JUNIOR HALTER,
provided that he survive me by a period of sixty (60) days.
THIRD. In the event that the said RAYMOND JUNIOR HALTER should
predecease me or is not living on the 60th day following my death, I then give, devise and
bequeath all my estate, real, personal and mixed, whatsoever and wheresoever as follows:
(A) The full sum of ONE THOUSAND DOLLARS ($1,000.00) to four of my
grandchildren, RODNEY LEE HALTER, JR, RYAN LEE HALTER,
CRYSTAL GUSTINE NEIL and ASHLEY DANIELLE HALL; and
(B) The remainder of my estate to my son, RICHARD L. HALTER.
FOURTH. I nominate, constitute and appoint my son, RICHARD L. HALTER to be
the Executor of this my Last Will and Testament. In the event that he be unable to fulfill the
duties of Executor, I then nominate, constitute and appoint THE ORRSTOWN BANK to be the
Executor of this my Last Will and Testament.
FIFTH. I direct that neither my personal representative nor successor shall be
required to give bond for the faithful performance of their duties in any jurisdiction.
SIXTH. I hereby direct that all federal, state and other death taxes payable because
afmy death, with respect to the property forming my gross estate for tax purposes, whether or not
passing under this Will, including any interest or penalty imposed in connection with such taxes,
shall be considered a part of the expense of administration of my estate and that such be paid out
of the rest and residue of my estate.
WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
IN WITNESS WHEREOF, I, DORIS L. HALTER, Testatrix, being unable to sign my
name because of illness, have had my name subscribed for me in my presence and at my direction
by Richard L. Webber, Jr., Esquire, whereupon I have made my mark unassisted, in the space
between my name this July 27,2006.
DORIS L. HALTER
~ /",
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L \;ARK
(SEAL)
On this July 27,2006, DORIS L. HALTER, the above-named Testatrix, in our presence
declared the preceding instrument, consisting of this and one (l) other typewritten pages, to be her
Last Will and Testament and being unable to sign her name hereto because of illness directed her
name to be subscribed for her which the undersigned Richard L. Webber, Jr., Esquire, did
subscribe as directed in the presence of the Testatrix and in the presence of the undersigned,
whereupon the Testatrix in our presence unassisted made her mark or cross in the space provided
between her name, and we, in the presence ofthe Testatrix and in the presence of each other, at the
request of the Testatrix, have subscribed our names as witnesses.
/17 r7 (j /1 I / I
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COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, DORIS L. HALTER, the Testatrix whose name is subscribed to the foregoing instrument at her
direction by Richard L. Webber, Jr., Esquire and by affixing her mark unassisted thereto, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the
WEIGLE & ASSOCIATES, P.C - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
instrument by my mark as my Last Will; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
DORIS L.l1ALTER
'\:._"
~
/;7... ... . ..
/ .', MARK
/1. ,. /
Sworn or affirmed to and acknowledged before
me by DORIS L. HALTER, the Testatrix,
this ;;. 7f~ day of .) L.)) ,2006.
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~ ':{/l{:./l___./
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NOTARIAL SEAL
RICHARD L. WEBBER JR., NOTARY PUBLIC
SHIPPENSBURG BORO, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JULY 15, 2010
WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We~'XMNC- :J.,->~+id \:~ L ,~,,-. l F,t i)
and ) '; "\ (~. k. Lc L'lT IX ( .. , the witnesses whose names are signed to the
foregoing instrument, being duly qualified according to law, do depose and say that we were
present and saw DORIS L. HALTER, the Testatrix, sign and execute the instrument by her mark
as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for
the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the
will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18)
or more years of age and of sound mind and under nO~?.I.!~traint or undue influence:
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Sworn or affirmed to and subscribed before me by
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and 'I(ss> \ C I) 1.(, l ( (,eve
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witnesses, this .) 7 day of ,/(/ --) ,2006.
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NO"tAllIIAL. GIAL
RICHARD L. WEBBER JR., NOTARY PUBLIC
SHIPPENSBURG BORa, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JULY 15, 2010
WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
fmM&rBank
499 Mitchell Road, MiIIsboro, DE 19%6 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
May 9, 2007
Weigle & Associates PC
Attorneys At Law
126 East KingStreet
Shippensburg, Pennsylvania 17257-1397
Re: Estate of' Doris L Halter
Social Security: 209-12-9232
Date of Death: March 21, 2007
Dear Sir or Madam:
Per your inquiry dated May 4, 2007, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1.
Type of Account
Savings Account
Account Number
015004211244419
Ownership (Names of)
Doris L Halter *
Opening Date
08/19/04
Balance on Date of Death
$24,113.89
Accrued Interest
$
0.33
Total
$24,1 14.22
Please be advised, there was no safe deposit box fOWld for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please
provide us with an account number and/or the name of any possible joint account holder. For any additional
information on the above accounts, including ownership and any changes, closures and/or reimbursement of
funds, please call the Walnut Bottom Office # 717-532-2414.
Sincerely,
/1~/.'~-/f~4/'
";;('/(/t' C/ /' P v-
Nancy Clagett
Records Management
MHY U"t ~UU.I 1 ~: ~ 1 t-'M H,... LH~I:.I<JI:. I 32UU
ORRSTOWNBANK.
A Tradition of ExceUence
p.~
May 4, 2007
To: Weigle & Associates. P.C.
126 East King Street
Shippensburg Pa 17257
From: Traci Shaffer
Orrstown Bank
Customer Service Center
PO BOX 250
Shippensburg. Pa 17257
Re: Estate of Doris L Halter
Date of death March 21,2007
77 East King Street
P.O. Box 250
Shippensburg, PA 17257
IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE
ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK
CHECKING ACCOUNT
Account # Title of Account
534331 Doris L Halter
% Richard L Halter
SAVINGS ACCOUNT
Account # Title of Account
CERTIFICATE OF DEPOSIT
Account # TitLe of Account
Date opened
09/30/86
Principle
4541.66
Accrued Interest
0.00
Accrued Interest
Accrued Interest
Date ooened Principle
Date Opened Princiole
Received Time MaY. 4. 11:42AMu - - _____u_
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